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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,650 |
Service code 49 25 MERCHANT STREET · CINCINNATI, OH 45246 | Other Services | $5,885 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $1,800 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,741 | $45,022-16.2% | $85,240-55.7% | $200,096-81.1% |
| Participation rate | 11.6% | 45.8%-34.2pp | 67.5%-55.9pp | 72.0%-60.4pp |
| Annual return | 12.60% | 21.00%-8.4pp | 66.75%-54.2pp | 34.26%-21.7pp |
| Employer contribution / active EE | $116 | $1,374-91.5% | $2,735-95.7% | $3,038-96.2% |
| Participant deferral / active EE | $1,012 | $2,682-62.3% | $4,527-77.7% | $5,090-80.1% |
| Admin fee / account holder | $87 | $585-85.2% | $6,165-98.6% | $269-67.8% |